Managing Tax

Available in Classic and VPC

In the Manage Tax menu, you can check the National Tax Service Hometax data that has been registered manually or imported through scraping. You can also view the withholding tax information entered when registering slips.

The National Tax Service Hometax data is scraped automatically by registering the company certificate in the Admin > Company Information > Manage Business Place > Manage Certificate menu, and then selecting the Hometax item. See Manage Certificate for more details.

Register Hometax Data

In the Register Hometax Data menu, you can manually upload and view your Hometax electronic tax invoice, invoice, and cash receipt data on WORKPLACE.

The Register Hometax Data screen is laid out as follows.

Upload Hometax Data

The following describes how to upload the Hometax data.

1. In the WORKPLACE PC web page, click the [Service Menu] > [Accounting] button.
2. Click the Manage Tax > Register Hometax Data menus, in that order.
3. Click the [Upload] button.
4. In the Upload Hometax Data pop-up window, upload the original file downloaded from Hometax, or download a template file by clicking the [Download Template File] button and fill it out.
   • Contents of the files downloaded from Hometax must not be modified.
   • You can register purchase/sales data only with the forms provided by Hometax or the Excel file downloaded through Download Sample File.
   • The Approval Number must be unique. Otherwise, duplicated data is not registered.
   • Check the business registration numbers of the supplier and recipient using the business place registration numbers registered in the Admin > Company Information > Manage Business Place menu.
   • Only the first row is registered when there are 2 or more rows for an item, or a row has duplicated approval numbers in the data for other reasons. In such case, manually register the omitted items in the Manage Receivables/Payables > Create/View Purchase/Sales Data menu.
5. Select the tax business place, evidence form type, and upload data type in the Upload Hometax Data pop-up window, and then click the Attach the file from your PC, or drag the file here. area to select the file to be attached or drag the file to the area.
   • You can't register the data if the month of the issue date (year and month) has been closed in Settlement/Financial Statements > Monthly Closing.
   • Select the Tax Business Place to register the Hometax data.
   • Select the Evidence Form Type.
   • Select the Upload Data Type.
   • If the vendor's business registration number in the data being uploaded is not registered in Manage Standard Information > Manage Vendor, then the vendor account will be automatically created.
6. Click the [OK] button, and then click the [Yes] button in the notification pop-up window.
   • The Hometax data is registered.

Download Hometax Data List

The following describes how to download the list of registered Hometax data as an Excel file.

1. In the WORKPLACE PC web page, click the [All Services] > [Accounting] button.
2. Click the Manage Tax > Register Hometax Data menus, in that order.
3. If necessary, enter the Hometax data conditions to be searched in the search window, and then click the [Search] button.
   • You can view the Hometax data that matches the entered conditions.
4. Click the [Download] button.
   • The list of Hometax data is downloaded as an Excel file.

View Hometax Data

In the View Hometax Data menu, you can view all data that have been registered in the Register Hometax Data menu, imported through XML when registering purchase/sales data, or imported automatically through scraping.

View Tax Invoice/Invoice

You can view the tax invoices/invoices registered on WORKPLACE.

The View Tax Invoice/Invoice page is laid out as follows.

Download Tax Invoice/Invoice List

The following describes how to download the list of tax invoices and invoices as an Excel file.

1. In the WORKPLACE PC web page, click the [All Services] > [Accounting] button.
2. Click the Manage Tax > View Hometax Data menus, in that order.
3. If necessary, enter the tax invoice and invoice conditions to be searched in the search window, and then click the [Search] button.
   • You can view the list of tax invoices and invoices that match the entered conditions.
4. Click the [Download] button.
   • The list of tax invoices and invoices is downloaded as an Excel file.

View Cash Receipt

You can view the cash receipts registered on WORKPLACE.

The View Cash Receipt page is laid out as follows.

Download Cash Receipt List

The following describes how to download the list of cash receipts as an Excel file.

1. In the WORKPLACE PC web page, click the [All Services] > [Accounting] button.
2. Click the Manage Tax > View Hometax Data menus, in that order.
3. If necessary, enter the cash receipt conditions to be searched in the search window, and then click the [Search] button.
   • You can view the list of cash receipts that match the entered conditions.
4. Click the [Download] button.
   • The list of cash receipts is downloaded as an Excel file.

Create Corporate Card Refund Slips

In the Create Corporate Card Refund Slips menu, you can create refund slips by selecting the slip without input VAT among the expense slips and card authorization information created by settling corporate credit card usage.

The Create Corporate Card Refund Slips screen is laid out as follows.

Create Refund Slip

The following describes how to create corporate card refund slips.

1. In the WORKPLACE PC web page, click the [All Services] > [Accounting] button.
2. Click the Manage Tax > Create Corporate Card Refund Slips menus, in that order.
3. Select the corporate card approval history (input VAT creation information) to create refund slips from.
   • If the corporate card approval history to create refund slips from is not displayed in the list, then click the [Import Corporate Card Approval History] button and import the corporate card approval history.
4. In the notification pop-up window, click the [Yes] button.
   • Refund slips are created for the selected expense slips (corporate card approval history).

Delete Refund Slip

You can delete created refund slips, and create new refund slips after deleting.

The following describes how to delete refund slips.

1. In the WORKPLACE PC web page, click the [All Services] > [Accounting] button.
2. Click the Manage Tax > Create Corporate Card Refund Slips menus, in that order.
3. Select the history to delete the slip from, and then click the [Delete Slip] button.
4. In the notification pop-up window, click the [Yes] button.
   • The slip is deleted.

Download Refund Slip Creation Target List

The following describes how to download the list of targets for creating refund slips as an Excel file.

1. In the WORKPLACE PC web page, click the [All Services] > [Accounting] button.
2. Click the Manage Tax > Create Corporate Card Refund Slips menus, in that order.
3. If necessary, enter the slip conditions to be searched in the search window, and then click the [Search] button.
   • You can view the slip list that matches the entered conditions.
4. Click the [Download] button.
   • The list of refund slip creation targets is downloaded as an Excel file.

View Withholding Tax

In the View Withholding Tax menu, you can check the withholding tax information entered when registering slips in a list, as well as search and view them by conditions when necessary.

The View Withholding Tax page is laid out as follows.

Download Withholding Tax Information List

The following describes how to download the list of withholding tax information as an Excel file.

1. In the WORKPLACE PC web page, click the [All Services] > [Accounting] button.
2. Click the Manage Tax > View Withholding Tax menus, in that order.
3. If necessary, enter the withholding tax conditions to be searched in the search window, and then click the [Search] button.
   • You can view the withholding tax information that matches the entered conditions.
4. Click the [Download] button.
   • The list of withholding tax information is downloaded as an Excel file.